研报掘金丨华源证券：首予胜蓝股份'买入'评级，AI算力驱动数据通讯业务放量
Category: Business
Share
Archive
Like
华源证券研报指出，胜蓝股份2026H1业绩高增，AI算力驱动数据通讯业务放量。2026年上半年，公司实现营业收入11.30亿元，同比增长45.89%；归母净利润1.30亿元，同比增长54.41%；公司营收、归母净利润及扣非归母净利润均实现较快增长。公司盈利能力较为稳健，数据通讯类连接器业务毛利率相对较高。消费类电子与新能源汽车连接器业务稳步增长，数据通讯类连接器成为公司核心增量业务。公司加速拓展AI服务器及数据通信市场，持续推进产品和客户结构升级。选取立讯精密、华丰科技作为可比公司，公司估值相对合理，首次覆盖，给予'买入'评级。
A note on cookies
Newshunt uses essential cookies to keep you signed in and to remember your language and country, so the site works the way you expect. With your permission, we'd also like to use analytics cookies to understand how people use Newshunt and improve it over time.
Accepting only affects analytics. To learn more, view our Privacy Policy or Terms & Conditions.
(0)Comments